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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $631,125 | $175,259+260.1% | $149,723+321.5% | $139,487+352.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.68% | 166.82%-148.1pp | 134.50%-115.8pp | 373.84%-355.2pp |
| Employer contribution / active EE | $14,176 | $5,478+158.8% | $4,821+194.0% | $4,755+198.1% |
| Participant deferral / active EE | $11,729 | $6,522+79.8% | $5,682+106.4% | $6,713+74.7% |
| Admin fee / account holder | $2,958 | $16,158-81.7% | $13,215-77.6% | $11,407-74.1% |